William Reed

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-03-18

TN RA
APPROVED

Since 2025-03-18

Branch Locations

5314 Maryland Way Suite 300, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	02/2023	Present
Civitas Senior Living	Dallas	TX	03/2022	02/2023
Goldman Sachs	Dallas	TX	11/2021	01/2022
Baylor University	Waco	TX	08/2017	08/2021
Ravenwood Highschool	Brentwood	TN	08/2013	05/2017

02/2023 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
03/2022 → 02/2023

Civitas Senior Living

Dallas, TX
11/2021 → 01/2022

Goldman Sachs

Dallas, TX
08/2017 → 08/2021

Baylor University

Waco, TX
08/2013 → 05/2017

Ravenwood Highschool

Brentwood, TN

Other Businesses

Name: William Reed Address: private residence Not Investment Related Nature: rental income Position/Title: sole proprietor Start: 05/31/2022 Hours/Month: 2 Hours during Market Hours: 0 Duties: property management

Designations

Other Names

William Carter Reed

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

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